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Merrill
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Nuveen resources

Thought leadership: (9)

Document	Approval code	Audience	Piece Type	Expiration Date
Choosing the right investment vehicle 03 Jun 2025 Achieving your financial goals often starts with choosing an investment vehicle that closely aligns with your investing needs and ...	ML25-004945	Public	Brochure	20 Jun 2026
Now is the time to revisit estate tax planning 22 May 2025 The law that increased the estate tax exclusion is set to expire soon.	ML24-004878	Financial professional use only	Advisor education - workbook	24 Jul 2025
How to talk to clients about alternative investments: thought leadership 21 Feb 2025 Successful strategies for introducing alternatives into your practice	ML25-000844	Financial professional use only	Advisor education - workbook	07 Feb 2026
Building an inclusive practice: Unlocking diversity capital 15 Feb 2025 As the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them. To grow int...	ML24-006289	Public	Advisor education - workbook	31 Aug 2025
CLO advisor playbook 06 Feb 2025 Deliver differentiated value by adopting CLO strategies into your practice.	ML25-000583	Financial professional use only	Brochure	31 Jan 2026
Tax-loss harvesting 15 Jan 2025 Leverage volatility to lower taxes and enhance portfolio value.	ML24-014708	Public	Advisor education - workbook	03 Dec 2025
Busting the myth of Social Security insolvency 10 Dec 2024 The truth is that Social Security is not going away, although it will need some big changes.	ML25-003183	Public	Advisor education - workbook	25 Apr 2026
Donor-advised funds 25 Jun 2024 A flexible tool that supports family giving, joint decision-making and wealth education.	ML25-005137	Public	Brochure	01 Jul 2026
Give to get: Strengthen your referral network through education 10 Apr 2023 Leverage your professional relationships to serve your clients more comprehensively.	ML25-003983	Public	Advisor education - workbook	31 Oct 2025